Job Summary. This person will be responsible for supporting the Retirement Plan Services department with Raymond James. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates. Essential Duties and Responsibilities. Answers and responds to email inquiries regarding issues. Processes forms and performs basic transactions, such as handling ro...
Essential Duties and Responsibilities. Process IRS Forms W8-BEN and W8-BEN-E. Field incoming calls regarding various tax questions including IRS tax forms and tax reporting concepts. Perform various duties as assigned. Knowledge, Skills, and Abilities. At least 1 year of experience working with a tax team or in a tax department. At least 2 years of recent data entry and document management experience. Ability to work in a fast paced environment. ...
Actuarial Analyst. . 2401453. Description. Job Summary. This position affords an immediate opportunity to apply analytical, problem-solving, communication and technology skills that will contribute to the development of solutions to challenging client issues in a professional environment. Actuarial Analysts work independently as well as with a team to deliver consulting services to a broad and diverse range of defined benefit pension clients. Ana...
Registered Client Service Associate - Hybrid - Hunt Valley, MD. . 2401440. Description. Job Summary. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch c...
Client Service Associate-Fort Smith, AR. . 2401420. Description. Job Summary. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to ...
2025 Investment Banking Summer Analyst - Consumer Group - (Boston, MA). . 2401415. Description. Raymond James Overview. One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Pe...
New Accounts Call Service Ambassador | St Petersburg, FL. . 2401412. Description. Hybrid Work Environment (after training is completed): 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office. Schedule/Hours. 8am-5pm during training period. 8:30am-5pm after training period. Overtime hours offered as business need dictates. Job Summary. Raymond James has always been a different kind of fin...
Advisor, Supervision – E-Comm Review (Hybrid). . 2401413. Description. Department Overview. Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The Supervision d...
PT-Client Service Associate-Kirkland, WA. . 2401323. Description. Job Summary. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to...
Assistant General Counsel - Privacy, Intellectual Property and Corporate Transactions. . 2401320. Description. Job Summary. Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to manage all legal matters involving assigned functional area. Relying on strong critical thinking and legal analytical skills, drafts, reviews, edits, and negotiates a wide-range of agreemen...
Director, Risk Management. . 2401329. Description. Job Summary. Under limited direction, uses extensive knowledge and skills obtained through education and experience to set the strategic direction of assigned risk discipline(s), translate business strategy into comprehensive risk assessment programs and manages the work of other staff in conducting reviews and developing risk profiles in a variety of functional areas. Oversees staff who lead lar...
Trust Officer. . 2401262. Description. Job Summary. . Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training and/or certification to administer trusteed IRA programs. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ...
